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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7290 results found

  1. Adjust / reduce the spacing (move closer) between two blocks

    Ability to adjust the spacing between bullets and text

    19 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  2. Use workflow trigger from Hubspot to update deal status once a document has been signed

    Use workflow trigger from Hubspot to update deal status once a document has been signed

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  3. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Transfer / swap user licenses from one user to another

    Ability to transfer existing licenses from one user to another without having to remove/re-add the user

    34 votes

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    3 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. preview recipient email view

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Edit items in dropdown field (option to edit the text in the dropdown item)

    26 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Adjust Fields design (example: Option to hide or remove the orange outline from the checkbox field or set a background)

    Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    23 votes

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    Idea  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. average time spent per page that recipients spend on all documents created from 1 template

    average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  11. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Email formatting

    Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    24 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  17. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Ability to auto save pdf in SFDC from expired status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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